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ARE YOU BUILDING WEALTH WITH PURPOSE?

We help you navigate life’s most important financial decisions with confidence, striving to ensure your wealth works for your life, your family, and your legacy.

Gatewood Wealth Solutions understands that wealth is more than just numbers—it’s about what those numbers allow you to do.
 

Whether you’re growing your wealth, preparing for retirement, or planning your legacy, we help you pursue your financial goals with clarity and purpose. Our relationship-driven approach gives you confidence for all of life’s key moments.

GWS Welcome
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GATEWOOD GIVES YOU CONFIDENCE FOR ALL OF LIFE'S KEY MOMENTS

John Gatewood, CFP®, CLU®
Founder

 GATEWOOD IS YOUR GUIDE FOR THE ENTIRE FINANCIAL JOURNEY

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INVESTMENT
MANAGEMENT

FINANCIAL AND ESTATE PLANNING

TAX AND INSURANCE MANAGEMENT

Discover how strategic investment strategy can align your wealth with your values and long-term goals.

Explore comprehensive planning that ensures your wealth is passed on meaningfully, reflecting your legacy and intentions.

Learn how effective tax strategies and tailored insurance solutions can optimize your wealth for both protection and growth.

FACTS AND FIGURES

$1,000,494,267

in Advisor and Brokerage Assets Under Guidance (As of 1/1/24)

460+ Clients

in the United States

Top 5 Firms

Nationwide by LPL

Barron's Top 1,200

State by State

2022, 2023

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Dave M. (Corporate Executive)

My wife and I have known and worked with John Gatewood and his team for nearly a decade.  The values-driven team of Gatewood Wealth Solutions is motivated, caring, highly competent and personally fueled by character and integrity.  I recommended GWS to friends and family - including my children - because their deep desire to help clients "give purpose to their wealth" gives us all the opportunity to better serve our families and communities. 

This statement is a testimonial by a client of the financial professional as of 09/20/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success

Here's What to Expect

01.

Reach out and a member of our team will personally be in touch with you

02.

We get to know your goals and provide you with a custom strategy

03.

We guide you on the journey to build your wealth with confidence

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Let’s Build Your Wealth with Purpose
We are here to guide you through life’s complex financial decisions with expertise and care. Click to request a free consultation with our team today.

Get Started Today

Download the GWS App

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© 2021 Gatewood Wealth Solutions

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Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA & SIPC.

 

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. 

LPL Financial Form CRS

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